See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,557 | $165,335-93.6% | $149,696-92.9% | $158,922-93.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.27% | 348.15%-334.9pp | 276.60%-263.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,750 | $7,181-33.9% | $6,842-30.6% | $5,982-20.6% |
| Admin fee / account holder | $99 | $10,807-99.1% | $9,309-98.9% | $11,246-99.1% |